Wendy Gregory
Practice Manager at Pearce Financial Services Ltd- Claim this Profile
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English -
Topline Score
Bio
Experience
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Pearce Financial Services Ltd
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New Zealand
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Insurance
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1 - 100 Employee
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Practice Manager
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Dec 2020 - Present
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Administration Assistant
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Jan 2020 - Dec 2020
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Operations & Executive Assistant (contract)
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Oct 2019 - Dec 2019
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CLIC Sargent
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Musicians
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Personal Assistant to the Director of Income and Engagement
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Oct 2015 - Sep 2019
• Ownership of Director’s diary, scheduling meetings and prioritising where necessary• Management of Director’s email inbox and prioritising key actions• Facilitate monthly management team meetings/plan and prepare agendas/record actions• Organise travel and itineraries• Manage staff inductions and leaver processing• Process expenses and invoices for payment• Conference planning• Project support• Member of the Staff Health & Safety Committee• Fire Marshall / First Aider
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AMP
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United Kingdom
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Financial Services
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Team Administrator
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Dec 2013 - Aug 2015
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Quality Coach
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Mar 2012 - Dec 2013
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Case Manager
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May 2010 - Mar 2012
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Arkle Finance Ltd
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United Kingdom
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Financial Services
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1 - 100 Employee
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Lending Administrator
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Sep 2007 - Mar 2010
• Broker Account Management; Worked closely with Brokers to increase new business by actively and efficiently driving the processing of new business Lease contracts• Administration and verification of legal documents• Create and maintain information spreadsheets and databases• Invoice | Credit note | direct debit processing• New staff training
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The Home DME- Durable Medical Equipment
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Accounts Administrator
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2006 - 2007
• Sole charge Accounts Administrator • Sales support• Customer service• Debt collection
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Education
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Massey University
A+ -
The Skills Organisation
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AUT University
A+